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ISMSX vs JVMRX
ISMSX vs JVMRX Comparison
Open Charts ISMSX vs JVMRX
VY® American Century Sm-Mid Cp Val S2
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets287.5M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
ISMSX vs JVMRX Comparison Chart in %
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ISMSX vs. JVMRX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ISMSX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. ISMSX (287M). ISMSX pays higher dividends than JVMRX: ISMSX (1.45) vs JVMRX (0.88). ISMSX was incepted earlier than JVMRX: ISMSX (16 years) vs JVMRX (14 years). ISMSX (1.53) is less costly to investors than JVMRX (0.76). ISMSX (51.00) and JVMRX (49.00) have comparable annual turnover. ISMSX has a lower initial minimum investment than JVMRX: ISMSX (0) vs JVMRX (1000000). ISMSX annual gain was more profitable for investors over the last year : 2.31 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. ISMSX (22.23).
| ISMSX | JVMRX | ISMSX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.53 | 0.76 | 201% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 3.880 | 9.354 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 23.1B | 1% |
| Annual Yield % from dividends | 1.45 | 0.88 | 165% |
| Returns for 1 year | 2.31 | 1.28 | 181% |
| Returns for 3 years | -14.94 | 21.72 | -69% |
| Returns for 5 years | 22.23 | 58.56 | 38% |
| Returns for 10 years | -12.63 | 51.14 | -25% |
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